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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,427 | $124,425+65.9% | $112,040+84.2% | $137,256+50.4% |
| Participation rate | 47.1% | 79.3%-32.3pp | 76.5%-29.4pp | 80.0%-32.9pp |
| Annual return | -7.92% | 24.72%-32.6pp | 24.52%-32.4pp | 220.34%-228.3pp |
| Employer contribution / active EE | $303 | $3,411-91.1% | $2,954-89.7% | $4,156-92.7% |
| Participant deferral / active EE | $7,724 | $5,718+35.1% | $5,098+51.5% | $6,407+20.6% |
| Admin fee / account holder | $6,256 | $15,207-58.9% | $12,098-48.3% | $12,270-49.0% |